How to Create a Customer and Add a Vehicle

1.       Click on ‘Customers’ from the list of options on the left hand side of the screen

2.       Click on the ‘+’ icon at the far right of the blue ‘Customers’ bar and then enter the customer details

  •          Select Individual or Company
  •          Select Cash or Account
  •          Enter First Name & Last Name – required
  •          Phone numbers
  •          Email
  •          Address details
  •          Once all details are entered click on the ‘Save’ button

3.       Once the customer details have been saved you can then click on the ‘+’ icon at the far right of the blue ‘vehicles’ bar and enter the vehicle details – rego and body type are required, the rest of the fields are optional – once details are entered click ‘Save’.

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